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Paperless Engagements

CCH Small Firm Services — ATX Scan&Fill & TaxWise Scan&Fill

www.atxinc.com; www.taxwise.com

From the July 2009 Feature Article on Tax
Document Automation

CCH runs ATX and TaxWise through its Small Firm Services division, providing
smaller practices with professional compliance and management technologies.
The Scan&Fill system is offered as an add-on module for users of the ATX
and TaxWise systems, providing automated tax information extraction and document
management.

The core features of Scan&Fill lie in its integration with the tax programs,
which allows users to simply scan W-2s and 1099s, with the data presented for
review and then directly import into a client’s return. With the addition
of the vendor’s forms recognition tool, nearly all formats of W-2s or
1099s are recognized.

The program includes a document storage system that, during the scanning process,
automatically creates and names the digital client folders to house PDF versions
of the scanned documents and client returns, provides centralized storage, and
allows quick access to printing functions.

By identifying taxpayer names and SSNs, Scan& Fill also identifies whether
a client already exists within the tax system. If so, the documents are routed
into the appropriate folders. If not, the program initiates new client setup
functions. The system is an add-on module installed along with the user’s
version of TaxWise or ATX.

Forms Identified: W-2s, 1099s, 8879

Organized PDF Workpaper Compilation: No, but offers document
storage functions and PDF formatting of individual documents.

Automatic Data Population into Tax Programs: Yes, into either
ATX or TaxWise, depending upon user’s program.